Humans are linear by nature and our ability to grasp exponential change is extremely poor, this creates a blind-spot when it comes to assessing the potential of technology. While the cloud opportunity is already thought of in the trillions of dollars, it may actually become three to six times this size over the coming decade.
Investors shouldn’t rotate out of mega-tech to value because mega-tech are value… Our analysis shows that mega-tech stocks not only offer some of the best growth opportunities, but also offer some of the best ‘value’ opportunities in the market today
While some investors may worry that Amazon’s massive market capitalization of $1.7 trillion means there can’t be much further upside, we believe this trading range provides long-term investors with an attractive risk-reward opportunity.
The expansion of Adobe’s Creative Cloud has been a key driver of Adobe’s 10x increase in market cap over the last 10 years. And we believe the long-term opportunity for Unity in real-time 3D/AR/VR will be even more significant.
In this second part, we discuss some of the powerful levers that the REA Group has at its disposal to increase its share of the Australian real estate industry economics. We also list the numerous other valuable real options it holds within its portfolio.
REA Group holds one of the most privileged positions in real estate sector in the world. Within its home market of Australia, ~65% of the adult population visit the realestate.com.au website every month, a number that keeps growing!
Unity Software is the undisputed global leader in mobile gaming. Games made with Unity’s engine account for 71% of the top 1,000 mobile games (Q4 of 2020). Read on to know why we think Unity offers a great investment opportunity.
The pandemic created a hole in many people’s fitness requirements which shifted out of gyms and into homes. The question now becomes whether this shift will reverse over time (transient demand) or prove to be more durable (acceleration of adoption)
An excerpt from our Montaka Monocle which looks inside our portfolio to show you what businesses we own and why we own them. In this blog you’ll see highlights from the most recent reporting season for our major holdings.
We have written in the past about Apple’s upcoming App Tracking Transparency (ATT) changes and their impact on ad publishers. In recent days, information has emerged that throws a spanner in the works for Apple’s plan.
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